Commentary and Research Papers
July 10, 2026
2026
The second quarter delivered an exceptionally strong rebound for equity markets, with U.S. stocks posting their best quarterly gains since 2020. While large-cap technology companies once again played a significant role in driving returns, market leadership broadened considerably. Small-cap stocks enjoyed one of their strongest quarters in years, while software companies recovered much of their first-quarter weakness. Strength also extended to several industrial and cyclical areas of the market. In contrast, energy, chemicals, utilities, and several consumer-oriented sectors lagged.
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July 2, 2026
2026
Last fall, we introduced readers to Trump Accounts, a new type of investment account created by the One Big Beautiful Bill Act ("OBBBA") to help children get an early start on building wealth. At the time, many of the implementation details were still being finalized and families could not yet open accounts.
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June 30, 2026
2026
United Parks & Resorts, operating under the SeaWorld and Busch Gardens brands, is a leading entertainment company with a dozen destination and regional theme parks grouped in key markets across the United States - most notably Texas, Virginia, Southern California, and Florida. The company offers a diverse array of rides, shows, and other attractions, but core to its offering is showcasing its one-of-a-kind zoological collection: Animal interactions anchor each theme park experience.
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June 30, 2026
2026
The main use of nuclear energy is to provide grid electricity; nuclear power today accounts for nearly one-tenth of global electricity generation, and that pace is on the upswing: In 2024, nuclear reactors worldwide supplied a new record amount of electricity, eclipsing the previous peak set nearly two decades earlier. Nuclear output has risen across the globe and is being particularly driven by growth in Asia: China and India have made concerted efforts to increase their reliance on nuclear power, plus reactors have restarted in Japan.
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June 12, 2026
2026
Stocks extended their strong rebound in May, building on April’s gains as investors grew increasingly confident that the worst of the first-quarter geopolitical and inflation-related concerns had passed. Easing tensions in the Middle East, reduced volatility in energy markets, and continued signs of U.S. economic resilience helped improve sentiment. While oil prices remained elevated, calmer market conditions allowed investors to refocus on corporate fundamentals and economic growth.
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May 11, 2026
2026
April 2026 marked a powerful rebound in global equity markets, as sentiment shifted decisively from March’s risk-off tone to renewed optimism. The key catalyst was a de-escalation in Middle East tensions, including a temporary ceasefire involving Iran and the partial reopening of the Strait of Hormuz, which helped stabilize energy markets and reduce geopolitical uncertainty. As oil prices became less volatile, equities rallied sharply from their March lows, with major U.S. indices quickly recovering and, in many cases, approaching or reaching new highs.
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